Connect Katana to InvoiceXpress

Both apps 56Katana 24InvoiceXpress 32

• Trigger
  New Customer

  Triggers when a new customer is created in Katana.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Katana.

• Action
  Add manufacturing order

  Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.

• Action
  Add material

  Creates a material in Katana, with one or more variants, and returns the new material.

• Action
  Add product

  Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.

• Action
  Add purchase order

  Creates a purchase order for a supplier, together with its line items, in Katana.

• Action
  Create Customer

  Creates a customer in Katana.

• Action
  Create Sales Order

  Creates a sales order in Katana for a customer with one product variant line.

• Action
  Delete customer

  Deletes a customer from Katana by its ID.

• Action
  Delete sales order

  Deletes a single sales order in Katana by its ID.

• Action
  Find Customer

  Finds Katana customers matching a name, email or phone number.

• Action
  Get manufacturing order

  Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.

• Action
  Get product

  Returns a Katana product by its ID, including its variants and configuration options.

• Action
  Get purchase order

  Returns a purchase order by its ID, including its rows, totals, status and custom field values.

• Action
  Get Sales Order

  Returns one Katana sales order by its ID.

• Action
  List customers

  Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.

• Action
  List inventory

  Returns current inventory levels per variant and location, optionally filtered by location or variant.

• Action
  List manufacturing orders

  Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.

• Action
  List products

  Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.

• Action
  List purchase orders

  Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.

• Action
  List sales orders

  Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.

• Action
  Update Customer

  Updates an existing Katana customer. Only the fields you fill in are changed.

• Action
  Update product

  Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.

• Action
  Update sales order

  Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.

• Action
  Add estimate

  Creates a new estimate document (quote, proforma or fees note) in InvoiceXpress, with its line items and client.

• Action
  Add guide

  Creates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.

• Action
  Add item

  Creates a new product or service item in your InvoiceXpress catalog.

• Action
  Add sequence

  Creates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.

• Action
  Add tax

  Creates a tax rate in InvoiceXpress and returns it.

• Action
  Cancel Invoice

  Cancels a finalized InvoiceXpress invoice, recording the reason.

• Action
  Cancel Invoice-Receipt

  Cancels a finalized InvoiceXpress invoice-receipt, recording the reason.

• Action
  Create Invoice

  Creates a draft invoice in InvoiceXpress for a client, with its line items.

• Action
  Create Invoice-Receipt

  Creates a draft invoice-receipt in InvoiceXpress for a client, with its line items.

• Action
  Delete Draft Invoice

  Deletes a draft InvoiceXpress invoice.

• Action
  Delete Draft Invoice-Receipt

  Deletes a draft InvoiceXpress invoice-receipt.

• Action
  Delete item

  Deletes an item from your InvoiceXpress account.

• Action
  Finalize Invoice

  Finalizes a draft InvoiceXpress invoice, giving it its legal number.

• Action
  Finalize Invoice-Receipt

  Finalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.

• Action
  Find clients by code

  Finds the client whose client code matches the code you enter, and returns its details.

• Action
  Find clients by name

  Finds a client by its exact name and returns the client record.

• Action
  Generate PDF

  Generates the PDF of an InvoiceXpress invoice and returns its download link.

• Action
  Get a Client

  Returns one InvoiceXpress client by its ID, with contact and fiscal details.

• Action
  Get a Invoice

  Returns one InvoiceXpress invoice by its ID, with status, totals and client.

• Action
  Get estimate

  Returns a single estimate (quote, proforma or fees note) with its client, line items and totals.

• Action
  Get item

  Returns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.

• Action
  List clients

  Returns all clients in your InvoiceXpress account.

• Action
  List invoices

  Returns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.

• Action
  List items

  Returns all the items (products and services) saved in your InvoiceXpress account.

• Action
  List sequences

  Returns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.

• Action
  List taxes

  Returns all the taxes configured in your InvoiceXpress account.

• Action
  Mark as Paid

  Marks a finalized InvoiceXpress invoice as paid (settled).

• Action
  Sends Invoice by Email

  Emails a finalized InvoiceXpress invoice to a recipient.

• Action
  Update estimate

  Updates a draft estimate (quote, proforma or fees note), replacing its line items and details.

• Action
  Update Invoice

  Updates a draft InvoiceXpress invoice; the line items you send replace the existing ones.

• Action
  Update Invoice-Receipt

  Updates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.

• Action
  Update item

  Updates an existing item's name, price, description, unit and tax.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.